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Compound Planning continues momentum, adding 6 more experienced advisors

2 MIN READ01 MAR 2024

DENVER and NEW YORK – Compound Planning, a leading digital family office known for its innovative approach in serving entrepreneurs, professionals, families, and retirees, today announced the addition of six more experienced financial advisors to their team.

With these new additions, Compound Planning has added 15 total advisors already in 2024, surpassing the 10 advisors who joined the firm in 2023. This achievement underscores Compound Planning's commitment to providing exceptional, technology-driven services to its high-net-worth clients, and highlights its continuous growth and leadership in the wealth management industry.

"I am thrilled to welcome six outstanding advisors to Compound Planning,” said Christian Haigh, Co-Founder and CEO of Compound Planning. “We believe to deliver exceptional service to entrepreneurs, professionals, families, and retirees, we must blend the personal touch of a dedicated advisor with a beautiful digital experience. That requires not only building exceptional technology, it also requires recruiting exceptional talent.”

With 80+ years of combined financial services experience, these six advisors bring a wide range of skills and expertise to Compound Planning:

  • Jonny Jonson, CPA: 12 years of wealth management and accounting experience serving high-net-worth families, tech employees, executives, and busy professionals at Bear Mountain Capital, Jonson Accounting Services, and PwC.
  • Joseph Devorak IV: Over 10 years of financial services experience serving high-net-worth individuals and families at Personal Capital, Empower, and Charles Schwab.
  • Kevin Mann, CFP®: 17 years providing unbiased financial advice and coordinating portfolio management with tax, legacy and estate planning at Personal Capital, Empower, and Charles Schwab.
  • Matt Buenafe: More than a decade of financial services experience helping high net worth clients manage their personal finances at Personal Capital, Edward Jones, and Merrill Lynch.
  • Mike O’Connor: 20+ years of experience in wealth management working with ultra-high-net-worth clients as well as other financial advisors.
  • Tyler Morris: Over 13 years working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives at Personal Capital, Lighthouse Financial, Scottrade, and Waddell & Reed.

With the integration of these new team members, Compound Planning demonstrates its relentless pursuit of excellence and its ability to attract top talent in the wealth management industry, enhancing its technology-driven service offerings for high-net-worth clients.

About Compound Planning:

As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high-net-worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients.

For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.


Rob Stella, CFP®
(617) 675-2311
[email protected]

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We combine the best of wealth management, investment strategy, and tax planning in a thoughtfully designed personal finance platform.